Cassia Capital Partners LLC

North Carolina
Registered In
11/17/2011
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Cassia Capital Partners LLC at 1144 W Fourth ST Winston, Salem, Nc 27101 lists James R Helvey , III and Charles D Barham , III of Winston-Salem, NC.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Limited Liability Company
Status
Current-Active
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Helvey, James R, III Registered Agent
1916 GEORGIA AVENUE WINSTON, SALEM, NC 27104
James R Helvey , III Manager
1144 W FOURTH ST, WINSTON-SALEM, NC 27101
Charles D Barham , III Manager
1144 W FOURTH ST, WINSTON-SALEM, NC 27101
1144 W FOURTH ST WINSTON, SALEM, NC 27101 View Map

Financial Information for Cassia Capital Partners LLC

Form 5500

CASSIA CAPITAL PARTNERS, LLC

1144 West Fourth Street, Suite 200, Winston-salem, Nc 27101 (336) 723-4585 EIN:45-3820844 Plan Admin:James R. Helvey III
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameCASSIA CAPITAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$2,437,775 / $2,862,061 2020 CASSIA CAPITAL PARTNERS, LLC 401(K) PLAN - Plan #001 3 / 4 $2,437,775 / $2,862,061
2019 Plan NameCASSIA CAPITAL PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$245,684 / $2,437,775 2019 CASSIA CAPITAL PARTNERS, LLC 401(K) PLAN - Plan #001 3 / 3 $245,684 / $2,437,775
Benefit & Retirement Plans based on Form 5500.
Address Match:1144 W Fourth St Winston Salem, NC
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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